Did you know that you can create rules to automatically assign records to your users based on criteria? A great example of using this feature is setting up Lead Assignment Rules. There are Three parts to defining an Assignment Rule.
PART I: Criteria – defines which records the rule will be applied to
… an example would be when the rating is changed to “Active” the record is assigned to a new owner
PART II: Owner – which user is assigned
… This can be a straight assignment to a selected user, or you can choose a “Round
Robin ” assignment to a group of users, by User, Role or Group.
PART III: Follow-up Task – creates a task for the assigned user.
You can also create multiple rules, so you can have a scenario where you assign to users based on geography (state, Zip Codes, etc…)
Try it!!
